Top social Security optimization financial advisors in Oshkosh, WI

Vincent Moore is a financial advisor at Edward Jones with 23 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Tom Rothe is a financial advisor with Cetera, holding a Series 66 designation and over 24 years of industry experience. He has worked with firms including Avantax Insurance Agency and Avantax Advisory Services for more than two decades. Outside of his advisory role, he is president of Tom A. Rothe, S.C., a tax preparation and accounting business. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting over 10,000 advisors and approximately 800,000 clients.

Debra Allison Aasby is a financial advisor with Great Lakes Financial Strategies, LLC in Oshkosh, WI. She holds Series 63 and Series 65 designations and has 14 years of industry experience. Her prior work includes roles at Compass Dedicated Financial Solutions, Carl M. Hennig, Inc., and Windward Wealth Strategies, Inc., among others. Outside of finance, she owns a small family coffee business, Lakeshore Coffee Co., and serves as an elected official on the Oshkosh City Council. Great Lakes Financial Strategies, LLC provides individualized investment management and financial planning primarily for individual and business clients. The firm offers both project-based and ongoing planning, employing a combination of passive and active strategies with a focus on client-specific investment policies.

Paul Behnke is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 24 years of industry experience. He previously worked at Woodbury Financial Services, Inc. and has been a high school football coach at Lourdes Academy since 1997. He also serves on the board of Winnegamie Home Builders, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm uses a combination of firm- and third-party models to develop client strategies, offering financial planning and portfolio management through multiple platforms and programs.

Cynthia Kuettner is a financial advisor with LPL Financial in Oshkosh, WI, holding a Series 66 designation and 22 years of industry experience. She previously worked at Associated Investment Services, Inc. for six years before joining LPL Financial in 2012. Kuettner also provides notary services for clients at no charge. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, with advice delivered primarily by investment adviser representatives using various strategic and tactical investment approaches.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016, previously serving at Axa Advisors and MSI Financial Services. Outside of advising, he is a co-chairman of a fundraising campaign for Alpha Light Fund Inc., a nonprofit focused on renovating the House of Alpha. Equitable Advisors serves a range of clients including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of representatives and third-party managers. The firm offers various investment vehicles and ERISA fiduciary services, relying on third-party program sponsors and an affiliation with a publicly traded parent company.

Stavroula Koutsfetsoulis is a financial advisor at Ameriprise with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2011. In addition to her advisory role, she is involved in fiduciary activities as an attorney-in-fact (power of attorney). Ameriprise is a large institutional firm that provides retirement-income planning services primarily to individuals with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team, focusing on tailored retirement income strategies.

Cassandra Sanchez is a financial advisor at Financial & Tax Architects, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Fisher Investments, TIAA, US Health Advisors, and various other firms. Sanchez also had involvement with Drunken Donkey, reflecting experience outside the financial sector. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, focusing on those nearing or in retirement. The firm offers proprietary “Private Wealth Strategies” that use ETFs, individual securities, and trend-aware rebalancing, with accounts reviewed monthly and customizable strategies to meet client needs.

Keith Eliou is the principal of Keith L. Eliou, CFP, an investment management firm based in Pittsburgh, PA. He holds the CFP® designation and has one year of experience as a financial advisor. In addition to his advisory role, he practices law focusing on elder law and real estate and is involved in insurance, mortgage lending, and real estate brokerage businesses. The firm primarily serves pooled vehicles and institutional accounts, offering portfolio management, retirement plan services, and financial planning. It utilizes an open-architecture investment approach with third-party money managers and employs multiple analytical methods and strategies, conducting annual account reviews.

Charles Pyfer III is a CFP® professional with 19 years of industry experience, currently serving at Wealthspire Advisors since 2024. Prior to this, he spent 15 years at Private Ocean. Wealthspire Advisors provides wealth management, investment advisory, financial planning, and family office support to a diverse client base including individuals, corporations, retirement plans, and nonprofit organizations. The firm employs a relationship-driven, customized investment approach that emphasizes diversified, institutional-style asset allocation and utilizes a range of investment vehicles and third-party platforms for comprehensive portfolio management.